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A股異動 | PCB概念股普漲 5G驅動PCB行業進入高增長通道
格隆匯 02-24 14:31
格隆匯2月24日丨PCB概念股普漲,其中滬電股份(002463.SZ)、生益科技(600183.SH)和超華科技(022288.SZ)等多股漲停。受5G、人工智能等新一代信息技術的驅動所帶動的電子行業全復甦,PCB及上游覆銅板行業有望進入高增長的通道。據Prismark統計預測,5G將會帶動汽車、消費電子、通訊用PCB在2018年至2022年的佔比繼續提高。通信設備用PCB方面,對PCB需求主要以多層板為主。服務器用PCB板方面,在高速增長的同時,也對PCB提出了向高集成度、高頻率等方面的要求,從而帶動PCB板的價值量及技術的提升。
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